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Eight daily maps of A-shares: The Northbound funds of “Running Roads” are back to the bottom? Brokers said that short-term bulls have already entered the market!

May 15, 2019 16:33
source: Oriental Fortune Securities Institute

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Summary
[Every day, eight pictures overview A shares: "Running Road" Northbound funds have come back to the bottom? Brokers said that short-term bulls have already entered the market! 】 From the perspective of funds, Wanlian Securities previously pointed out that the window of A-shares to increase the proportion of MSCI at the end of May will open, and the funds passively followed by foreign capital will flow into the A-share market before and after this, which is expected to reverse the recent continuous outflow of A-shares from foreign capital. In the market situation, even foreign capital will once again show a net inflow.

Today (May 15), the Shanghai and Shenzhen stock markets opened higher in the morning. At the beginning of the session, the Shanghai Composite Index regained 2,900 points. Although the intraday trading was repeated, the index maintained a high level of consolidation. The three major stock indexes continued to rise in the afternoon and the sectors rose. The stocks are red, and there is a big upswing in the red.

As the Shanghai and Shenzhen stock markets closed all day, the Shanghai Composite Index rose 1.91%, regaining the 2900-point integer mark, closing at 2938.68 points; Shenzhen Component Index rose 2.44% to close at 9290.03 points; the GEM index rose 2.28% to close at 1526.69 points.

From the perspective of the disk, the industry and the concept sector go hand in hand, composing a general increase. Among the industry sectors,Wine industry,food and drink,Port water transport,Farming and animal husbandryThe sector was among the top gainers; among the concept sectors, artificial meat, industrial cannabis, shale gas, and hydrogen energy were among the top gainers.

Fund, peoplebankThe news released on the 15th that the people began on May 15, 2019.bankRural business serving the countybankImplement a lower deposit reserve ratio and implement it in three places. Today's deposit reserve ratio adjustment for the implementation of this policy, releasing long-term funds of about 100 billion yuan. In addition, the central bank said thatbankThe total liquidity of the system is at a reasonable abundance level, and it is decided not to carry out reverse repurchase operations today. The open market today has a reverse repurchase of 10 billion yuan, which is 10 billion yuan.

  Hotspots:

On the whole, following the sharp rise in A-shares on Friday, the market has rebounded again today, and the market has swept the market. It is worth mentioning that the quantity has not been effectively released.

As stated by Hexin Investment, whether the subsequent rebound can be maintained or its strength depends on the market volume. From the perspective of investment strategy, for stable investors, short-term strategic attitudes should be the main focus; short-term investors can adopt low- and medium-price stocks with short-term adjustments and excessive performance, and pay close attention to the variety of products. In the case, it is more important to use the market rhythm flexibly.

Among them, the market is full of "wine and fragrance" market,WuliangyeToday's intraday record hit a new high. Closing the close,WuliangyeIt rose 7.24% and closed at 109.90 yuan. In addition,Luzhou LaojiaoDaily limit,Golden seed wine,Yanghe shares,Gujing Gongjiu,Present worldAnd other stocks rose across the board.

At the same time, the hydrogen energy sector remained active, closing at the close.Jiahua Energy,Yonganxing,Donghua Technology,Yueneng Holdings,Meijin Energy,Dewei new material,Hongyang EnergyWait for stocks to limit.

Top 10 in the industry sector (click image for details)

Top 10 in the industry sector (click image for details)

Top 10 in the concept section (click image for details)

Top 10 in the concept section (click image for details)

  Individual stock monitoring:

The main net inflow of the top ten (click on the picture to view details)

Top 10 net outflows (click image for details)

  Northbound funds:

The northward fund that has continued to “run the road” has sneaked back today. The intention of “smart money” is intriguing, and it is worthy of investors’ attention. Xiaobian basedOriental wealthAccording to Choice data, there was a small net inflow of funds to the northbound funds today, with a net inflow of 1.295 billion yuan throughout the day. Among them, the net inflow of Shanghai Stock Connect was 512 million yuan, and the net inflow of Shenzhen Stock Connect was 784 million yuan.

Northbound funds (click image for details)

  Southbound funds:

Southbound funds (click on the image for details)

  News side:

1. According to the data released by the National Bureau of Statistics, in April 2019, the added value of industrial enterprises above designated size increased by 5.4% year-on-year, down 3.1 percentage points from March. In terms of the chain, in April, the added value of industrial enterprises above designated size increased by 0.37% compared with the previous month. From January to April, the added value of industrial enterprises above designated size increased by 6.2% year-on-year.

2. According to the Securities Times, Wang Hong, deputy general manager of the Shenzhen Stock Exchange, said on the 15th that the Shenzhen Stock Exchange promoted scientific supervision, classified supervision, and issued a letter of inquiry + supervision interview + on-site inspection supervision and punching, and improved information disclosure supervision transactions. Regulatory closed loop for monitoring and on-site inspection. The Shenzhen Stock Exchange earnestly fulfills the main responsibility of delisting and strives to provide investors with a truly transparent and compliant listed company. Promote the quality of listed companies and guide listed companies to actively distribute dividends. Explore the establishment of a regulatory member-centered trading behavior supervision model, move the front-line supervision barrier forward, and promote the joint maintenance of market order between members and exchanges.

3. According to the Securities Times, for the market rumors that “the HKEx is studying the melting mechanism”, the reporter asked the Hong Kong Stock Exchange for verification. The relevant person in charge said that he would not comment on the market rumors. If reform is to be implemented, it will be openly consulted. market.

  Institutional perspective:

For the current market, after the market calmed down, today's A-shares oscillated up and closed a Zhongyang line. Ningbo Haishun pointed out that since the index gap has fallen, it has been the eighth trading day, and the market operation range is above the annual line. The support situation is obvious. Affected by the peripheral black swan, the recovery of market confidence will still be based on time for space. The focus of the market outlook will focus on the coverage of the gap and the further increase in volume. The overall reversal of market sentiment and funds needs to be gradual.

  Hengtou SecuritiesIt is believed that the current situation in the market is that the short-term bearish has already left, and the short-term bullishness has entered the market. The possibility of waiting for the direction of low-volume shocks in the future may increase, and the short-term performance of the sector under the autonomous controllable logic may be more prominent. .

From the perspective of funds, Wanlian Securities previously pointed out that the window of A-shares to increase the proportion of MSCI at the end of May will open, and the funds passively followed by foreign capital will flow into the A-share market before and after this, which is expected to reverse the recent continuous outflow of foreign capital from the A-share market. The situation, even foreign capital will once again show a net inflow.

Wanlian Securities further analyzed that in the context of the recovery of investor risk appetite and the improvement of funds, the short-term market is expected to reverse the trend of sustained rapid decline and usher in a rebound window. In terms of market hotspots, we will focus on two main lines: First, in May, foreign capital will once again accelerate its inflow into A-shares, and the financial and consumer sectors favored by foreign investors will receive excess returns. Second, technology growth stocks with relatively stable industry growth and relatively strong policy support, such as Internet of Things, Internet of Vehicles, AR/VR, domestic chips, domestic software, big data, artificial intelligence, new energy vehicles and other sectors.

(The content of the article is for reference only. For the stocks mentioned in the article, it does not constitute investment advice. Investors operate according to this, at their own risk.)

(Article Source:Oriental wealthSecurities Research Institute)

                (Editor: DF150)

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